China’s manipulation of critical mineral markets is part of a broader geopolitical strategy to challenge U.S. economic and military leadership. While policymakers must consider solutions that resolve the root cause of market distortion, in the short-term, targeted and project-specific pricing intervention may be considered when market conditions prevent otherwise viable projects from reaching commercial operation. […]
FACT SHEET: Grid Power, Industrial Might: The Energy Solution to America’s Aluminum Problem
The U.S. faces an aluminum crisis as smelters shutter and competitors surge ahead. Providing reliable, affordable power and a modernized transmission network is necessary to revive competitiveness. Without it, we risk jeopardizing national security. […]
SAFE’s Center for Strategic Industrial Materials (CSIM) Urges the Department of Energy to Maintain American Steel and Aluminum Investments
On May 12, 2025, SAFE’s Center for Strategic Industrial Materials (CSIM) sent a letter to the Department of Energy (DOE) commending its focus on revitalizing the domestic steel and aluminum industries and urging the Department to move forward with vital investments in the defense industrial base. Aluminum and steel are essential in civilian and military […]
FACT SHEET: IRA Tax Credits Critical to National and Energy Security
Select Inflation Reduction Tax Credits—Sections 45X, 30D, 48C, 48E, and 45Y—have been instrumental in supporting domestic manufacturing, mineral processing, and resilient power generation. These targeted, strategic credits are—and have been—critical to safeguarding U.S. national and economic security and reducing dependence on foreign adversaries. As the House Ways and Means Committee, and Congress, deliberate on the […]
FACT SHEET: Energy Security is Battery Powered
America is at the forefront of a critical transformation: building a robust domestic battery manufacturing industry. This isn’t just about driving innovation—it’s about energy security, economic resilience, and national independence. The time is ripe for this transformation as North America currently relies on imports for 85% of its battery component needs – fulfilled primarily by […]
